Change Footer Campaign Monitor 2022

Lets talk Change Footer Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Change Footer Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have so many people on the webinar can really see the responses being available in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine looks like well practically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like okay yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the port so that’s really excellent to see yeah and a bit of an interest going on so some people are just seeking to understand more and yeah someone looking to connect so yeah that’s actually insightful which truly helps us ensure we kind of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we need to take a couple of moments to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out e-mail campaigns and measure the results instantly syncing your information in between these two effective apps implies that you’re constantly dealing with the current and most precise data nor from within your Salesforce company terrific thanks employer therefore just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Change Footer Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up right now this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Change Footer Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we start the demo just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our vital expert enterprise group and unrestricted our integration operates at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our objective will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing projects in just a few minutes there are also many other advantages to keeping your information consistent between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll also offer a few tips on how to evaluate safely and lastly how to contact the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm however without the additional actions of visiting regularly or working throughout several internet browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Change Footer Campaign Monitor